GoDaddy vs Cloudflare
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The short version
- GoDaddy is the larger business, with $5.0B of revenue in fiscal 2025 against $2.2B for Cloudflare, about 2.3 times as much.
- Cloudflare grew revenue faster (29.9%, against 8.3%).
- GoDaddy kept more of each dollar of sales as operating profit (22.8% operating margin, against −9.6%).
- GoDaddy turned more of its sales into free cash flow (31.8% FCF margin, against 13.3%).
- GoDaddy earned a higher return on the capital invested in it (30.6%, against −29.7%).
| Latest fiscal year | GDDY · FY25 | NET · FY25 |
|---|---|---|
| Size | ||
| Market cap | $14.8B | $115.4B |
| Revenue | $5.0B | $2.2B |
| Free cash flow | $1.6B | $288M |
| Net income | $875M | −$102M |
| Growth | ||
| Revenue growth | 8.3% | 29.9% |
| 5-year growth | 8.3% | 38.1% |
| Share count change | −3.2% | 2.1% |
| Profitability | ||
| Gross margin | — | 74.5% |
| Operating margin | 22.8% | −9.6% |
| Net margin | 17.7% | −4.7% |
| FCF margin | 31.8% | 13.3% |
| Return on capital | 30.6% | −29.7% |
| Return on equity | 192.9% | −8.2% |
| Balance sheet | ||
| Net debt | $2.7B | −$836M |
| Net debt / EBITDA | 2.2x | — |
| Dividends and buybacks | $1.6B | $0.0M |
| Valuation & quality | ||
| P/E | 16.8x | — |
| Piotroski F-score | 5 | 3 |
Revenue
FY16
GDDY $1.8B
NET —
FY17
GDDY $2.2B
NET $135M
FY18
GDDY $2.7B
NET $193M
FY19
GDDY $3.0B
NET $287M
FY20
GDDY $3.3B
NET $431M
FY21
GDDY $3.8B
NET $656M
FY22
GDDY $4.1B
NET $975M
FY23
GDDY $4.3B
NET $1.3B
FY24
GDDY $4.6B
NET $1.7B
FY25
GDDY $5.0B
NET $2.2B
GDDY
NET
Operating margin
FY16
GDDY 2.7%
NET —
FY17
GDDY 3.0%
NET −7.2%
FY18
GDDY 5.6%
NET −44.1%
FY19
GDDY 6.8%
NET −37.6%
FY20
GDDY 8.2%
NET −24.8%
FY21
GDDY 10.0%
NET −19.5%
FY22
GDDY 12.2%
NET −20.6%
FY23
GDDY 12.9%
NET −14.3%
FY24
GDDY 19.5%
NET −9.3%
FY25
GDDY 22.8%
NET −9.6%
GDDY
NET
Free cash flow
FY16
GDDY $325M
NET —
FY17
GDDY $392M
NET −$15.9M
FY18
GDDY $472M
NET −$68.8M
FY19
GDDY $636M
NET −$82.2M
FY20
GDDY $698M
NET −$73.5M
FY21
GDDY $778M
NET −$28.3M
FY22
GDDY $920M
NET −$20.0M
FY23
GDDY $1.0B
NET $140M
FY24
GDDY $1.3B
NET $195M
FY25
GDDY $1.6B
NET $288M
GDDY
NET
Return on capital
FY16
GDDY 3.1%
NET —
FY17
GDDY 3.8%
NET —
FY18
GDDY 6.4%
NET —
FY19
GDDY 9.3%
NET —
FY20
GDDY 9.7%
NET −65.6%
FY21
GDDY 14.5%
NET —
FY22
GDDY 18.2%
NET −56.9%
FY23
GDDY 17.9%
NET −37.4%
FY24
GDDY 26.4%
NET −28.8%
FY25
GDDY 30.6%
NET −29.7%
GDDY
NET
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.